Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,727 | $50,082-58.6% | $93,406-77.8% | $79,858-74.0% |
| Participation rate | 92.6% | 60.9%+31.7pp | 66.8%+25.8pp | 69.6%+23.0pp |
| Annual return | 25.55% | 24.59%+1.0pp | 78.05%-52.5pp | 31.72%-6.2pp |
| Employer contribution / active EE | $2,101 | $1,303+61.2% | $2,075+1.2% | $2,471-15.0% |
| Participant deferral / active EE | $1,961 | $2,212-11.3% | $3,126-37.3% | $3,740-47.6% |
| Admin fee / account holder | $192 | $3,454-94.4% | $5,230-96.3% | $5,306-96.4% |